Alibaba

China’s tech giants are taking the AI war to the office

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Why now, and why the office The trigger looks like a Morgan Stanley note from 30 July: AI investment has entered ‘halftime’, and the market is shifting from chasing upstream compute chips to two new fronts, AI applications and supporting resources. The real reason is simpler. Tencent, long mocked as behind in AI, is now … Read more

Alibaba’s AI investment spree: can a portfolio of bets rebuild the ‘Alibaba system’?

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Alibaba’s AI investing has become a structure: model companies return equity value, rising compute demand feeds Alibaba Cloud orders, and a memory bottleneck is met with an upstream stake. It resembles the group’s old playbook, except today it backs interdependent, sometimes competing, firms. The history is consistent. A 2017 DAMO Academy with a 15 billion … Read more